The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

4 advisors left A••••••• A••••••• S••••••• for C•••••••• I••••••••• R••••••• A•••••••• I•••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Roberts WheelerGreensboro, GaSep 28, 2017Nov 14, 2017
Tyler James WitmanGreensboro, GaOct 2, 2017Sep 18, 2017
Travis Jonathon WhitakerGreensboro, GaOct 10, 2017Sep 13, 2017
Daniel FowlerBuford, GaOct 11, 2017Oct 17, 2017
The rule
Registrations ended
Sep 28, 2017 to Oct 11, 2017
Registered next
Sep 13, 2017 to Nov 14, 2017
Branch state
GA
Cities
2, most in Greensboro, Ga
Registered there that day
159 (people still on IAPD; an estimate)
Share of that headcount
2.5%
Succession by the destination
none on the tape